Jack Sharry, co-chair of MMI's Digital Advice Community, a member of the Next Chapter Executive Leadership Advisory Board, sees five trends in the race to improve financial advice.
The great resignation has disrupted Singapore residents' plans to retire, with one in five residents indicating that they intend to push back their retirement by six years, from 58 years to 64 years.
As financial advisers, you are professionals who assist clients with wealth management and personal finance decisions. These come in the form of a variety of services, including asset management, tax preparation, and estate planning; and expertise ranging from answering queries about insurance to setting out a comprehensive money-management plan.
The majority of Indians are financially unprepared for medical emergencies and job losses, revealed a survey conducted by financial education firm Finsafe India, according to Mrin Agarwal, Founder of the firm.
ACNTurk Sigorta, the first insurance company established by agencies, aims to make a difference in the sector.
A survey by Milieu Insight on 'Financial Independent, Retire Early' (FIRE) finds out how common the FIRE movement is among Southeast Asians.
Only 32% of Hong Kong couples have discussed holistic financial plans, potentially indicating that the remaining two-thirds of couples do not have a plan in place for their future.
People from the sandwich generation - those who had competing demands and financial responsibilities for both younger and older generations - have an increasing desire to be prepared for financial independence in retirement.
ClearView is calling on the Treasury to avoid tinkering with commission rates to ensure accessibility and affordability.
Further changes to life insurance commission caps could see up to 87% of financial advisers stop providing standalone risk insurance advice, decimating the life insurance industry, according to a submission to Treasury's Quality of Advice Review (QAR) by ClearView, a company engaged in life insurance, wealth management, and financial advice.